Account Executive

About Broadridge

At Broadridge, we’ve built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about advancing your career while helping others grow along the way, come join our team.

We partner with the largest wealth and retirement organizations in the US and abroad, introducing and evangelizing our Fi360 software solutions to the marketplace. You’ll work at the cutting edge of omni-channel digital solutions designed for financial advisors seeking to grow and manage their business.

This is a remote role with limited travel for collaboration, training, and industry conferences.

Responsibilities

• Manage sales pipeline and drive new business opportunities.

• Generate and qualify leads through phone, email, and social media outreach.

• Develop and execute outbound sales strategies to fuel growth.

• Track and report sales activity in CRM systems.

• Engage with new prospects and existing clients to understand needs and provide solutions.

• Present and explain product features, pricing, and benefits.

• Negotiate contracts and service agreements.

• Identify prospective clients through directories, LinkedIn, referrals, and industry events.

• Collaborate with colleagues to share strategies and insights.

• Work toward exceeding sales quotas and KPIs.

• Attend industry conferences as needed.

Qualifications

• Sales experience with a passion for technology-driven solutions.

• Bachelor’s degree preferred.

• Strong work ethic with a go-getter attitude and entrepreneurial mindset.

• Ability to handle high call volumes to achieve pipeline goals.

• Skilled at overcoming objections and navigating gatekeepers.

• Excellent communication and relationship-building skills.

• Proficiency in Office 365 and digital tools.

• CRM and process management experience.

• Strong team player with the ability to work independently.

Benefits & Culture

• Competitive hourly pay with bonus and commission eligibility.

• Comprehensive benefits package (visit broadridgebenefits.com for details).

• Inclusive, collaborative, and empowering work culture where diversity and authenticity are celebrated.